Creative Planning
JBGS

Creative Planning’s JBG SMITH JBGS Stock Holding History

Creative Planning’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,955
Closed -$209K – 3745
2025
Q1 		$209K Buy
12,955
+2,077
+19% +$31.6K ﹤0.01% 3032
2024
Q4 		$167K Buy
10,878
+92
+0.9% +$1.54K ﹤0.01% 3025
2024
Q3 		$189K Sell
10,786
-43
-0.4% -$729 ﹤0.01% 2860
2024
Q2 		$165K Sell
10,829
-318
-3% -$4.71K ﹤0.01% 2729
2024
Q1 		$179K Buy
11,147
+31
+0.3% +$517 ﹤0.01% 2600
2023
Q4 		$189K Sell
11,116
-12,386
-53% -$180K ﹤0.01% 2453
2023
Q3 		$340K Sell
23,502
-14,112
-38% -$218K ﹤0.01% 1829
2023
Q2 		$566K Buy
37,614
+17,121
+84% +$250K ﹤0.01% 1471
2023
Q1 		$309K Buy
+20,493
New +$363K ﹤0.01% 1801

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Creative Planning's JBGS Position: Q2 2025 in Review

Creative Planning sold out of JBG SMITH (JBGS) in Q2 2025, closing a stake of 12,955 shares — an estimated $209K sold.

Creative Planning first reported a position in JBGS in Q1 2023 and held it in 9 quarters. The position peaked at $566K in Q2 2023. 217 funds tracked by Wall St. Rank hold JBGS as of Q2 2025.

  • Creative Planning reported no remaining JBG SMITH position as of Q2 2025 after selling out during the quarter.
  • Creative Planning sold 12,955 JBG SMITH shares in Q2 2025, an estimated $209K.
  • Creative Planning first reported a position in JBG SMITH in Q1 2023 and held it in 9 quarters.
  • Creative Planning's JBG SMITH position peaked at $566K in Q2 2023.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2025.

Based on Creative Planning's 13F filing for Q2 2025, filed 8 Aug 2025.